insights

Infrastructure secondaries: Capitalizing on solid foundations

Infrastructure secondaries have emerged as a notable beneficiary of the disrupted macro environment over the past few years, which has significantly impacted managers’ ability to create liquidity for LPs and led to a substantial increase in secondary deal flow.

Read our latest InFocus paper to learn more about how short and long-term trends are creating sustained opportunities in this evolving and dynamic market.

Key takeaways:

  1. Infrastructure is a resilient asset class, with historically lower volatility and attractive risk-adjusted returns.
  2. Infrastructure is also an attractive strategic allocation option for investors, that allows them to play offense investing behind global megatrends related to digitization, decarbonization and deglobalization.
  3. Infrastructure secondaries are an increasingly attractive area that have seen substantial growth in deal flow and investor interest in the current market, driven in large part by a broader liquidity crunch.
  4. The infrastructure secondaries market also benefits from structural drivers driven primarily by strong primary fundraising over a number of years, which are forecast to support long-term growth in this dynamic segment.
  5. Infrastructure secondaries offer a shorter-duration access point for investors, with attractive entry valuations that have the potential to drive enhanced returns.
View the report